All you need is the following:

Roles are a way to define the level of access and permissions that a Contributor has in your Harvestr workspace. When creating a role, you can decide which sections of Harvestr (Inbox, Product, Roadmap, Customers) teammates with this role can access and which actions they can perform (create feedback, add comments).

Roles are important for maintaining a secure and compliant workspace. By defining specific permissions for each role, you can ensure that only the necessary information and actions are accessible to each team member. This helps prevent any unauthorized access to your Harvestr data.

Go to Settings > Roles and click the New role button.

Give your role a title ("Sales," for example, if you want to create a role for your sales team) and an optional description.

Select which sections of Harvestr (Inbox, Product, Roadmap, Customers) teammates with this role can access by turning them On and Off.

Select which actions they can perform between:

You can, for example, create roles for different teams within your organization, such as Sales, Customer Success, and more. This allows you to customize the level of access and permissions for each team, ensuring that they only have access to the relevant information and actions to their role.

Once your roles are created, you can assign them to your different Contributors from the Teammates section.

No, you can only create Roles for Contributors. Editors will always have all access and action permissions in Harvestr.

A seat type gives Owners, Editors, and Contributors some default permissions:

Contributor Roles help you define more granular permissions for Contributors.